See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,157 | $106,890-87.7% | $84,015-84.3% | $152,861-91.4% |
| Participation rate | 85.7% | 75.2%+10.5pp | 69.0%+16.7pp | 82.4%+3.3pp |
| Annual return | 24.16% | 104.99%-80.8pp | 71.31%-47.1pp | 345.32%-321.2pp |
| Employer contribution / active EE | $1,468 | $2,734-46.3% | $1,983-26.0% | $4,762-69.2% |
| Participant deferral / active EE | $3,364 | $4,011-16.1% | $3,239+3.9% | $5,850-42.5% |
| Admin fee / account holder | $2,910 | $8,285-64.9% | $6,101-52.3% | $11,596-74.9% |